News

Morgan Stanley's Hornbach on Markets, Strategy

Matthew Hornbach, Head of Global Macro Strategy at Moragn Stanley, discusses his outlook for macro markets and investment strategy. He speaks with Haidi Stroud-Watts from the sidelines of the "Morgan Stanley Australia Summit" on "Bloomberg: The Asia Trade".

Better Energy Stock: TotalEnergies vs. Chevron

Chevron is an international energy giant with a 4.8% dividend yield. TotalEnergies is also an international energy giant with a 6.5% dividend yield. Chevron has a long streak of annual dividend increases, but TotalEnergies has a growing electricity division.

Why Qualcomm’s (QCOM) Long-Term Prospects Shine, Even if the Stock Doesn’t

Qualcomm (QCOM) has underperformed over the past year, declining 26%, primarily due to macroeconomic factors rather than internal company mechanics. Although the company’s fundamentals remain very solid, it has faced some headwinds, such as concerns that its business is too concentrated on Apple (AAPL) for modem revenue, despite its broader operations still being more rooted in the Android ecosystem. Still, that doesn’t stop me from seeing the stock as a long-term Buy—especially since my bullish